MARKOWSKI INVESTMENTS
SEC RegisteredEvery journey is different, but the need for thorough planning is universal.
About the firm
Truth of Investing is a division of Markowski Investments and a SEC Registered Investment Advisor offering financial planning and wealth management. The firm was initially launched in 2013 as an education and research think tank focused on evidenced-based investing, and in 2019 Markowski Investments purchased Truth of Investing to expand their offerings. All financial professionals at the firm are fiduciaries committed to putting client interests first.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management, 401(k) plan services, financial planning, retirement planning, college financing, business evaluation, tax planning, health and long-term care planning, and wealth management through the True Market Portfolio™.
Who they serve
Individuals, business owners, and retirement plan participants seeking financial planning and wealth management, regardless of age, income, wealth, or investment experience.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,108 | $183M |
| High Net Worth Individuals | 119 | $270M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 29 | $17M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $250,000 | 1.50% |
| $250,001 - $3,000,000 | 1.25% |
| $3,000,001 - $10,000,000 | 1.00% |
| Above $10,000,000 | 0.00% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MARKOWSKI INVESTMENTS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.